A Bet That Took Over a Decade to Pay Off
When NVIDIA launched the CUDA platform in 2006, the idea of general-purpose GPU computing was of exceedingly limited commercial value and market demand at the time, yet the company continued to pour large R&D resources into perfecting the platform; this long-term strategic bet, quite risky in outsiders’ eyes, at last saw a true market explosion nearly a decade later, after the rise of deep learning, when GPU parallel computing power happened to fit the needs of neural-network training.
The Gaming Graphics Card Becomes AI Infrastructure
NVIDIA’s original core goal in designing GPU chips was only to render video-game images more smoothly and realistically, but the architectural feature of the GPU chip of "handling many simple parallel operations at once" happened to fit highly with the large-scale matrix operations required by deep-neural-network training, and this chip technology originally for the entertainment industry at last accidentally became the most core compute infrastructure driving the whole wave of the AI industry.